News

NVDA's Q2 results top expectations as Blackwell Ultra fuels record Data Center growth, while Vera Rubin is set to gain prominence in Q3.

Palo Alto stock tries to roll up the AI cybersecurity industry and buy out its competition.

The S&P 500 Index ($SPX ) (SPY ) is up by +0.39% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.08%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.84%. E-mini S&P futures (ESU26 ) are up +0.30%, and September E-mini...

Palo Alto Networks' CEO is warning that most AI cloud companies will collapse when GPU scarcity ends, but he carves out a narrow exception for a category of survivors he calls neoscalers. Nebius made his list, and the reasons why change the calculus entirely for investors watching the AI infrastructure boom.

Okta and CrowdStrike both crushed earnings, but one stock is surging nearly twice as hard as the other despite posting slower growth and a troubling dip in a key bookings metric.

The cybersecurity companies are benefiting from AI adoption that is driving demand for security products.

Get a deeper insight into the potential performance of Palo Alto (PANW) for the quarter ended July 2026 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.

The options market is charging more than this stock's own past year of movement would justify, and the range it prices runs from a level inside the past year's trading range to one well above the top of it.

CrowdStrike (CRWD) shares spiked early Thursday after the company raised its full-year net new annua

The cybersecurity companies are benefiting from AI adoption that is driving demand for security products.

Nvidia is offering minimum revenue guarantees to help neoclouds secure financing, while gaining a share of rental revenue.

The cybersecurity company is benefiting from AI adoption that is driving demand for security products.

Management raised the bar on its future, and after a moment of doubt, investors have been piling in ever since, forcing a critical question about how much momentum is left.

Management appears willing to think much bigger on M&A

CSCO expands its Secure AI Factory with NVIDIA, embedding security into AI infrastructure as cyber threats rise and competition intensifies.

The AI order book was public and escalating for three straight quarters before the shares moved.

The Information reported that between late 2024 and early 2025, Arora held a series of meetings with Okta CEO Todd McKinnon. The talks progressed to the point where the companies discussed product complementarity, but ultimately stalled over price disagreements, according to people with knowledge of the discussions cited by The Information. Okta, valued at roughly $13.5 billion at the start of last year, has since climbed around 30%, giving it a market cap near $23 billion.

Based on the average brokerage recommendation (ABR), Palo Alto (PANW) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?

Cybersecurity demand is heating up due to AI, but there's a clear winner between these stocks.

Palo Alto Networks stock has surged over the past five years, yet the current valuation picture is more muted. The intrinsic value estimate from a Discounted Cash Flow (DCF) model points to a fairly valued share price, while market-based multiples appear expensive in comparison. After such a strong run, investors are weighing whether the recent news flow around AI security partnerships and products is already reflected in the current price. Palo Alto Networks has delivered a very large...

In the most recent trading session, Palo Alto Networks (PANW) closed at $339.9, indicating a -3.13% shift from the previous trading day.

These five software stocks turned the "AI kills SaaS" panic into their biggest tailwinds — and Wall Street thinks there's more growth ahead.

Palo Alto Networks' strong firewall bookings, software growth and AI-driven traffic demand are strengthening its Network Security growth outlook.

Heading into the earnings reports for CrowdStrike, Okta, SentienelOne, Palo Alto Networks and Zscaler, cybersecurity stocks have been on fire. With expectations running high, the cybersecurity stocks could be volatile if financial results underwhelm investors.

Consensus has the earnings arriving, and the multiple falling, yet the scenario that follows leaves a holder within a few percent of today's price unless the market goes on paying a richer forward multiple than it does today.

Benchmark raised the price target on Palo Alto Networks stock to $400. Here’s why the firm is bullish on PANW shares.

Snowflake, Okta, Datadog, CrowdStrike and Palo Alto Networks lead MarketBeat's most-upgraded stocks list, as analysts raise price targets on software firms benefiting from AI adoption.

Palo Alto Networks is set to release its fiscal Q4 earnings on Sept. 1. Since my last article, when I set a $402 price target, analysts have raised their revenue forecasts. The new PANW PT is $433, 21% higher.

CrowdStrike heads into its August 26 earnings report carrying momentum that has surprised Wall Street eight times in a row, and the setup heading into fiscal Q2 2027 suggests investors may want to pay close attention before the opening bell that morning.

Investing in certain stocks can pay off in the long run, especially if you hold on for a decade or more.